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What's new in fintech? | Advisor.ca

Firms look to make financial advice more efficient and client-focused ....

United States , Salesforce Appexchange , James Rockwood , Maddie Johnson , Howard Atkinson , Ramprasad Sandilya , Salesforce Financial Services Cloud , Quadrus Investment Services Ltd , Broadridge Financial Solutions Inc , York Based Broadridge Financial Solutions , Salesforce Financial Services , Conquest Planning , Winnipeg Based Conquest Planning , Asset Management , Investment Counsel , Quadrus Investment Services ,

What's new in fintech? | Investment Executive

New partnerships and integrations are making financial advice more efficient and client-focused ....

United States , James Rockwood , Howard Atkinson , Salesforce Appexchange , Ramprasad Sandilya , Salesforce Financial Services Cloud , Broadridge Financial Solutions Inc , Quadrus Investment Services Ltd , York Based Broadridge Financial Solutions , Salesforce Financial Services , Conquest Planning , Winnipeg Based Conquest Planning , Asset Management , Investment Counsel , Quadrus Investment Services ,

Conquest partners with CapIntel | Advisor's Edge

Deal brings Conquest software to CapIntel platform ....

New Zealand General , New Zealand , Canaccord Genuity , Rob Crnkovic , Brad Joudrie , Quadrus Investment Services Ltd , Asset Management , Investment Counsel , Quadrus Investment Services , Canada Life , Sun Life ,

Conquest partners with CapIntel | Investment Executive

Deal brings Conquest software to CapIntel platform ....

New Zealand General , New Zealand , Brad Joudrie , Rob Crnkovic , Canaccord Genuity , Quadrus Investment Services Ltd , Asset Management , Investment Counsel , Quadrus Investment Services , Canada Life , Sun Life ,

Canada Life acquires Value Partners Group

Deal adds investment counsel portfolio managers to Canada Life ....

Hugh Moncrieff , Gregg Filmon , Quadrus Investment Services Ltd , Power Corp , Canada Life , Investment Planning Counsel , Planning Counsel , Value Partners , Quadrus Investment Services ,